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Sierra Investment Partners, Inc.

● SEC registered since 1995CRD 110954SEC# 801-48848Walnut Creek, CA
Export (members)
Reg. AUM
$5.56B
Employees
9
Accounts
113
Location
Walnut Creek, CA

Sierra Investment Partners, Inc. assets under management

Sierra Investment Partners, Inc. operates as an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 1995. It reports $5.6 billion in regulatory assets under management and employs 9 people.
www.sierrainv.comView on SEC.gov ↗

Sierra Investment Partners, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Bruce Christopher Dereschuk ControlPresident/Ceo/DirectorOver 75%1996
Denise Suihkonen ControlCco, Cfo, Executive Vice PresidentUnder 5%2013
James Edward AnisiSr. Vice President/CioUnder 5%2024
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Frequently asked questions

How much does Sierra Investment Partners, Inc. manage?

Sierra Investment Partners, Inc. reports $5.6 billion in regulatory assets under management on its Form ADV.

How many employees does Sierra Investment Partners, Inc. have?

Sierra Investment Partners, Inc. reports 9 employees.

Where is Sierra Investment Partners, Inc. located?

Sierra Investment Partners, Inc. is based in Walnut Creek, CA and has been SEC-registered since 1995.

Does Sierra Investment Partners, Inc. disclose fund performance?

Sierra Investment Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address101 Ygnacio Vally Road, Suite 300, Walnut Creek, CA 94596-4061
Phone925-941-6300
Fax925-941-6302
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.56B
Non-discretionary$0
Total (RAUM)$5.56B